Start with the work in front of you. These templates and guides help you organize prospect research, prepare for donor conversations, and use AI with human review.
By Ryan Clement · Ryan Clement Consulting
For prospect researchers and development teams
Editable browser worksheet + fictional example
Bring relevant background, giving history, source notes, and unanswered questions into one working profile. Use it to prepare a donor briefing or plan further research.
Get the template and example →PDF guides
Use these companion guides to structure AI-assisted research and ask follow-up questions. Verify the underlying sources before including a claim in a profile.
Preparing an attendee list for a commissioned brief? The Event Intelligence service page includes a client intake spreadsheet. Conference attendees can still find the original downloads on the OPRN resources page.
Adapt prompts for planning, communication, and everyday nonprofit work. Start with one task and review the result before using it.
Explore the starter kit →Work through a free task check to consider where AI assistance, ordinary automation, or human judgment fits.
Try the task check →